By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Investing in a 529 plan can be an effective and easy way to save for college, but when it comes time to spend those funds, there are some important nuances…Read More
After seeing a friend recently hacked to the tune of $30,000+, I decided to step up my personal data security game. Here is what I learned, and what changes I am making. All traditional financial accounts like bank accounts and…Read More
By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Summer is an exciting time for freshly minted graduates embarking on their own. Finally, the moment that you have been waiting for is here. Your child is going…Read More
AWM partner Derek Ripp, CFP® recently authored this piece for Kiplinger on how much cash to hold, where to keep it, and strategies to get the most out of it. Read the excerpt below and full article here. If the…Read More
I used to be really cheap. From the time I went to college until my early 30s, I actively avoided nice things. I bought house brand groceries, almost never bought new clothes, never paid for a hotel room, rented…Read More
Two of my favorite topics of conversation – aliens and inflation – happened to both make it to mainstream discussion this month. I see some interesting similarities in these two mysterious subjects. There are trillions of stars. So it stands…Read More
Elon is here and he brought Tesla. It seems like a new celebrity or ultra-wealthy tech investor moves to Austin every week, and I hear casual Austin references in podcasts so often I barely take note anymore. This type of…Read More
You may have read a dozen articles about Game Stop last week, or maybe none, but you probably heard the buzz: regular folks getting rich and hedge funds losing billions. There is much to learn from the story that created…Read More
We have been studying Bitcoin for a few years, trying to understand it from many angles to figure out why, how and when it might make sense to buy. ‘Because the price of Bitcoin has gone up dramatically’ is not…Read More
When you hear someone reference “the market”, they probably mean the S&P 500 index, at least here in the United States. It is a list of 500 companies (actually 505) selected by the US Index Committee that are meant to…Read More
